An ESOP Resource for any Schedule

Clients often come to us with little knowledge of ESOPs. We get it. Time is tight. But ultimately, if you were considering a liquidity event, wouldn't you want to know all your options?

An ESOP Resource for any Schedule

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Whether you have a couple minutes or an hour, we have resources that explain the significant tax, liquidity, and legacy-building advantages of an employee stock ownership plan (ESOP).

Quick Reference

Your concise, one-pager on ESOPs. From basic rules to benefits, it's a great go-to resource.

Podcast

Learn the process behind a transaction with this on-demand audio.

Webinar

A comprehensive video covering the unique and wide-ranging benefits of an ESOP.

ESOPs are Industry Agnostic

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We've completed hundreds of leveraged ESOP transactions for a range of privately-owned, middle market businesses.

Apparel & Consumer Goods

Business Process Outsourcing

Construction & Engineering

Dining & Hospitality

Financial Services

Government Contractors

Healthcare & Wellness

Manufacturing & Industrial Materials

Marketing & Communications

Recruiting & Staffing

Technology & Software

Transportation & Trucking

Why CSG Partners?

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Since 2000, our nationally-recognized team has helped more businesses utilize leveraged ESOPs than anyone else.

$20Bn

in Enterprise Value

300+

Transactions

Could an ESOP be Right for You?

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If you’ve thought about selling your business, or if you've considered other opportunities to take some money off the table, a leveraged ESOP may be an attractive option. Answer a few simple questions to see if it’s worth exploring an ESOP plan for your business.

Have Questions About ESOPs? You're not Alone.

Clients often come to us with little knowledge of ESOPs. We get it. Time is tight. But ultimately, if you were considering a liquidity event, wouldn't you want to know all your options?